A detailed history of Icon Wealth Partners, LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 16,017 shares of MMC stock, worth $3.39 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
16,017
Previous 17,293 7.38%
Holding current value
$3.39 Million
Previous $3.25 Million 6.27%
% of portfolio
0.35%
Previous 0.35%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 14, 2023

SELL
$183.99 - $198.55 $234,771 - $253,349
-1,276 Reduced 7.38%
16,017 $3.05 Million
Q2 2023

Aug 03, 2023

SELL
$167.72 - $188.08 $758,429 - $850,497
-4,522 Reduced 20.73%
17,293 $3.25 Million
Q1 2023

May 11, 2023

SELL
$154.08 - $175.66 $613,854 - $699,829
-3,984 Reduced 15.44%
21,815 $3.63 Million
Q2 2022

Jul 19, 2022

BUY
$144.34 - $178.7 $29,156 - $36,097
202 Added 0.79%
25,799 $4.01 Million
Q1 2022

Apr 19, 2022

BUY
$147.31 - $171.84 $102,527 - $119,600
696 Added 2.8%
25,597 $4.36 Million
Q4 2021

Jan 19, 2022

SELL
$151.74 - $173.89 $16,691 - $19,127
-110 Reduced 0.44%
24,901 $4.33 Million
Q3 2021

Nov 15, 2021

BUY
$139.04 - $160.48 $30,310 - $34,984
218 Added 0.88%
25,011 $3.79 Million
Q2 2021

Jul 30, 2021

BUY
$123.15 - $140.94 $217,482 - $248,900
1,766 Added 7.67%
24,793 $3.49 Million
Q1 2021

Apr 26, 2021

BUY
$107.6 - $121.88 $318,388 - $360,642
2,959 Added 14.74%
23,027 $2.81 Million
Q4 2020

Feb 08, 2021

BUY
$102.95 - $118.69 $230,093 - $265,272
2,235 Added 12.53%
20,068 $2.35 Million
Q3 2020

Oct 22, 2020

BUY
$107.35 - $118.91 $1.91 Million - $2.12 Million
17,833 New
17,833 $2.05 Million
Q2 2019

Aug 13, 2019

SELL
$92.5 - $99.75 $7,955 - $8,578
-86 Closed
0 $0
Q1 2019

May 09, 2019

BUY
$78.01 - $93.9 $6,708 - $8,075
86 New
86 $8,000
Q3 2018

Nov 14, 2018

SELL
$82.24 - $87.73 $12,829 - $13,685
-156 Closed
0 $0
Q2 2018

Aug 13, 2018

BUY
$79.09 - $84.03 $12,338 - $13,108
156 New
156 $13,000
Q1 2018

May 15, 2018

SELL
$79.31 - $85.87 $172,340 - $186,595
-2,173 Closed
0 $0
Q4 2017

Feb 13, 2018

BUY
$80.62 - $85.97 $175,187 - $186,812
2,173
2,173 $177,000

Others Institutions Holding MMC

About MARSH & MCLENNAN COMPANIES, INC.


  • Ticker MMC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance Brokers
  • Shares Outstandng 496,009,984
  • Market Cap $105B
  • Description
  • Marsh & McLennan Companies, Inc., a professional services company, provides advice and solutions to clients in the areas of risk, strategy, and people worldwide. It operates in two segments, Risk and Insurance Services, and Consulting. The Risk and Insurance Services segment offers risk management services, such as risk advice, risk transfer...
More about MMC
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